Red Rock Group

Whether you’re planning for retirement, preparing to finance college, or thinking about starting a family, trust us to help you understand where you’re at, where you want to go, and how you can get there.

Click on the topics below to learn more about the services we provide for our clients.

Don’t tackle life’s big decisions alone. We can help create a roadmap to achieve your goals.

Develop an investment portfolio tailored to your specific needs using independent objective investment advice

Implement strategies to minimize taxes

Analysis of your income needs now and develop strategies to meet your needs in retirement

Implement a charitable giving plan to maximize your impact in the causes you care most about

We can help build a long-term plan and provide advice to help you prioritize your financial to-do list.

Develop an investment portfolio tailored to your specific needs using independent objective investment advice

Comprehensive review of your tax return to uncover opportunities for reducing taxes

Analysis of your income needs now and develop strategies to meet your needs in retirement

Implement a charitable giving plan to maximize your impact in the causes you care most about

Coordinate your beneficiary designations with your estate plan

Let us help ensure you’re on track to make the most of those golden years.

Develop an investment portfolio tailored to your specific needs using independent objective investment advice

Comprehensive review of your tax return to uncover opportunities for reducing taxes

Analysis of your income needs now and develop strategies to meet your needs in retirement

Determine your Social Security claiming strategy to maximize your lifetime benefits

Implement a charitable giving plan to maximize your impact in the causes you care most about

Identify and implement probate avoidance techniques

Coordinate your beneficiary designations with your estate plan

It’s time to enjoy all your hard work! We can help deploy a retirement income strategy that makes sense for you, tie up loose ends, and keep everything running smoothly.

Develop an investment portfolio tailored to your specific needs using independent objective investment advice

Comprehensive review of your tax return to uncover opportunities for reducing taxes

Annual income tax projections and planning to incorporate tax law changes

Complimentary consultation with your tax preparer

Coordinate your Required Minimum Distributions to avoid steep IRS tax penalties

Implement a charitable giving plan to maximize your impact in the causes you care most about

Recommend and implement a charitable legacy plan that continues after your death

Estate tax analysis and implementation of reduction techniques

Identify and implement probate avoidance techniques

Coordinate your beneficiary designations with your estate plan

We will help you prepare how you will bequeath your assets and communicate your wishes to your loved ones.

Develop an investment portfolio tailored to your specific needs using independent objective investment advice

Comprehensive review of your tax return to uncover opportunities for reducing taxes

Annual income tax projections and planning to incorporate tax law changes

Complimentary consultation with your tax preparer

Coordinate your Required Minimum Distributions to avoid steep IRS tax penalties

Implement a charitable giving plan to maximize your impact in the causes you care most about

Recommend and implement a charitable legacy plan that continues after your death

Estate tax analysis and implementation of reduction techniques

Identify and implement probate avoidance techniques

Coordinate your beneficiary designations with your estate plan

Coordinate Medical Assistance planning techniques with your elder law attorney

Consult with your beneficiaries upon your death to ensure an orderly disposition of assets

Whether you’re planning for retirement, preparing to finance college, or thinking about starting a family, trust us to help you understand where you’re at, where you want to go, and how you can get there.

Settling Down

Don’t tackle life’s big decisions alone. We can help create a roadmap to achieve your goals.

Entering Midlife

We can help build a long-term plan and provide advice to help you prioritize your financial to-do list.

Near Retirement

Let us help ensure you’re on track to make the most of those golden years.

Enjoying Retirement

It’s time to enjoy all your hard work! We can help deploy a retirement income strategy that makes sense for you, tie up loose ends, and keep everything running smoothly.

Planning Your Legacy

We will help you prepare how you will bequeath your assets and communicate your wishes to your loved ones.